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Eukles Asset Management

SEC CIK
0001632553
Latest filing
Aug 5, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
229
−11 vs. Q3 2024
Portfolio value
$234.7M
−$14.4M (−5.8%) vs. Q3 2024
Filed
Jan 29, 2025
SEC
Holdings of Eukles Asset Management in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock137,517$18.5M7.9%−6,372−4.4%ReducedHistory
AAPLApple Inc.Stock51,854$13.0M5.5%−3,526−6.4%ReducedHistory
MSFTMicrosoft CorpStock28,045$11.8M5.0%−2,010−6.7%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF23,535$9.45M4.0%−1,032−4.2%Reduced–
MAMastercard IncStock14,008$7.38M3.1%−904−6.1%ReducedHistory
URIUnited Rentals, Inc.COM8,948$6.30M2.7%+34+0.4%AddedHistory
CBOECboe Global Markets, Inc.COM31,460$6.15M2.6%−2,070−6.2%ReducedHistory
ACNAccenture plcStock16,697$5.87M2.5%−1,404−7.8%ReducedHistory
CATCaterpillar IncStock14,394$5.22M2.2%−1,175−7.5%ReducedHistory
RMDResmed IncCOM22,333$5.11M2.2%−933−4.0%ReducedHistory
TJXTJX Companies IncStock40,239$4.86M2.1%−2,599−6.1%ReducedHistory
CBRECbre Group, Inc.CL A35,645$4.68M2.0%−2,044−5.4%ReducedHistory
PGRProgressive CorpStock18,227$4.37M1.9%+81+0.4%AddedHistory
NVONovo Nordisk A SADR49,645$4.27M1.8%−3,939−7.4%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF141,088$4.21M1.8%−7,565−5.1%Reduced–
SHWSherwin Williams CoCOM12,350$4.20M1.8%−654−5.0%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF31,497$3.99M1.7%−1,251−3.8%Reduced–
LHLabcorp Holdings Inc.Stock16,877$3.87M1.6%−947−5.3%ReducedHistory
CMICummins IncStock10,812$3.77M1.6%−472−4.2%ReducedHistory
FDSFactset Research Systems IncStock7,824$3.76M1.6%−99−1.2%ReducedHistory
AMZNAmazon Com IncStock15,886$3.49M1.5%−658−4.0%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD44,363$3.46M1.5%−1,699−3.7%Reduced–
ITGartner IncCOM7,033$3.41M1.5%+122+1.8%AddedHistory
BALLBALL CorpCOM61,546$3.39M1.4%−5,338−8.0%ReducedHistory
CHEChemed CorpCOM6,191$3.28M1.4%−366−5.6%ReducedHistory
ZTSZoetis Inc.Stock18,497$3.01M1.3%−1,097−5.6%ReducedHistory
STTState Street CorpCOM30,247$2.97M1.3%−1,463−4.6%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF27,395$2.93M1.2%+899+3.4%Added–
YUMYum Brands IncStock20,074$2.69M1.1%−1,525−7.1%ReducedHistory
ROKRockwell Automation, IncStock9,342$2.67M1.1%−572−5.8%ReducedHistory
EMNEastman Chemical CoStock28,578$2.61M1.1%−1,278−4.3%ReducedHistory
FDXFedEx CorpStock9,171$2.58M1.1%−658−6.7%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF19,548$2.53M1.1%−893−4.4%Reduced–
HSYHershey CoCOM14,904$2.52M1.1%−813−5.2%ReducedHistory
HDHome Depot, Inc.Stock6,460$2.51M1.1%−210−3.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF19,522$2.49M1.1%−603−3.0%Reduced–
ROSTRoss Stores, Inc.COM16,247$2.46M1.0%+258+1.6%AddedHistory
JPMJPMorgan Chase & CoStock9,107$2.18M0.9%+219+2.5%AddedHistory
CTSHCognizant Technology Solutions CorpCL A26,918$2.07M0.9%−2,832−9.5%ReducedHistory
CLColgate Palmolive CoStock22,114$2.01M0.9%−1,132−4.9%ReducedHistory
WSMWilliams Sonoma IncCOM10,792$2.00M0.9%+8+0.1%AddedHistory
AOSSmith A O CorpCOM28,471$1.94M0.8%−1,195−4.0%ReducedHistory
KKellanovaStock23,894$1.93M0.8%−1,111−4.4%ReducedHistory
TXNTexas Instruments IncStock10,150$1.90M0.8%−513−4.8%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock19,347$1.72M0.7%−933−4.6%ReducedHistory
LSTRLandstar System IncCOM9,898$1.70M0.7%−91−0.9%ReducedHistory
CASYCaseys General Stores IncCOM4,229$1.68M0.7%−43−1.0%ReducedHistory
USBUS Bancorp DECOM NEW34,235$1.64M0.7%−2,231−6.1%ReducedHistory
iShares MSCI Eafe ETF464287465ETF21,174$1.60M0.7%−1,152−5.2%Reduced–
JNJJohnson & JohnsonStock11,066$1.60M0.7%−294−2.6%ReducedHistory
PGProcter & Gamble CoStock9,425$1.58M0.7%+17+0.2%AddedHistory
GGGGraco IncCOM18,737$1.58M0.7%−145−0.8%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF5,448$1.57M0.7%−183−3.2%Reduced–
iShares Tr46432F859CORE 1 5 YR USD30,850$1.47M0.6%−757−2.4%Reduced–
MTDMettler Toledo International IncCOM1,135$1.39M0.6%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock16,009$1.37M0.6%−1,061−6.2%ReducedHistory
GILDGilead Sciences, Inc.Stock14,026$1.30M0.6%−159−1.1%ReducedHistory
FISVFiserv IncStock6,248$1.28M0.5%+10.0%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF7,255$1.19M0.5%−321−4.2%Reduced–
DEDeere & CoStock2,589$1.10M0.5%+81+3.2%AddedHistory
GSGoldman Sachs Group IncStock1,905$1.09M0.5%+57+3.1%AddedHistory
MASIMasimo CorpCOM5,670$937.3K0.4%−1,334−19.0%ReducedHistory
FASTFastenal CoStock12,707$913.8K0.4%+20.0%AddedHistory
ROLRollins IncCOM18,632$863.6K0.4%+10.0%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock3,677$831.3K0.4%00.0%UnchangedHistory
OHIOmega Healthcare Investors IncCOM20,926$792.1K0.3%+43+0.2%AddedHistory
ILMNIllumina, Inc.COM5,876$785.2K0.3%−303−4.9%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF17,151$755.3K0.3%−4,557−21.0%Reduced–
TSCOTractor Supply CoCOM13,885$736.7K0.3%00.0%UnchangedConverted for a 5-for-1 splitHistory
First Tr Exchange-Traded Alp33735J101COM SHS9,307$711.6K0.3%−1,279−12.1%Reduced–
CBSHCommerce Bancshares IncStock9,456$589.2K0.3%+434+4.8%AddedHistory
WEXWEX Inc.COM2,729$478.5K0.2%−40−1.4%ReducedHistory
LIILennox International IncCOM734$447.2K0.2%+734NewHistory
XOMExxonMobil Holdings CorpCOM4,089$439.9K0.2%+185+4.7%AddedHistory
CHDChurch & Dwight Co IncCOM4,055$424.6K0.2%+10.0%AddedHistory
CVXChevron CorpStock2,927$423.9K0.2%+107+3.8%AddedHistory
CADECadence BancorporationEQUITY US CM11,076$381.6K0.2%+20.0%AddedHistory
MMM3M CoStock2,762$356.5K0.2%+5+0.2%AddedHistory
SLBSLB LimitedStock9,261$355.0K0.2%+482+5.5%AddedHistory
HALHalliburton CoStock12,296$334.3K0.1%+713+6.2%AddedHistory
ORCLOracle CorpStock1,854$309.0K0.1%−1,805−49.3%ReducedHistory
SMGScotts Miracle-Gro CoStock4,501$298.6K0.1%+10.0%AddedHistory
First Tr Exchange-Traded Alp33734K109COM SHS2,683$279.8K0.1%−129−4.6%Reduced–
WKCWorld Kinect CorpCOM6,635$182.5K0.1%−98−1.5%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF2,656$165.5K0.1%+30+1.1%Added–
SFBSServisFirst Bancshares, Inc.COM1,898$160.8K0.1%−143−7.0%ReducedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK4,174$156.4K0.1%+4,174NewHistory
PATKPatrick Industries IncCOM1,378$114.5K<0.1%+394+40.0%AddedHistory
JBTMJBT Marel CorpCOM823$104.6K<0.1%−62−7.0%ReducedHistory
FIZZNational Beverage CorpCOM2,346$100.1K<0.1%−113−4.6%ReducedHistory
ABGAsbury Automotive Group IncCOM408$99.2K<0.1%−29−6.6%ReducedHistory
MIDDMIDDLEBY CorpCOM711$96.3K<0.1%−53−6.9%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW884$91.3K<0.1%00.0%Unchanged–
WGOWinnebago Industries IncCOM1,906$91.1K<0.1%−138−6.8%ReducedHistory
iShares Tr464287622RUS 1000 ETF277$89.2K<0.1%−38−12.1%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,103$88.5K<0.1%+793+255.8%Added–
BRK.BBerkshire Hathaway IncStock194$87.9K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock698$87.8K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF1,106$82.7K<0.1%+890+412.0%Added–
WDWalker & Dunlop, Inc.COM835$81.2K<0.1%−60−6.7%ReducedHistory

Sold out since Q3 2024 (17)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Eukles Asset Management sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Core U.S. Aggregate Bond ETF464287226ETF171$17.3K<0.1%–
iShares S&P 500 Growth ETF464287309ETF148$14.2K<0.1%–
iShares Core MSCI Eafe ETF46432F842ETF140$10.9K<0.1%–
RKLBRocket Lab CorpCOM1,000$9.73K<0.1%History
iShares S&P 500 Value ETF464287408ETF41$8.08K<0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF66$3.79K<0.1%–
VZVerizon Communications IncStock82$3.68K<0.1%History
IVZInvesco Ltd.Stock200$3.51K<0.1%History
Vanguard Short-Term Bond ETF921937827ETF37$2.91K<0.1%–
TSNTyson Foods, Inc.Stock35$2.08K<0.1%History
Vanguard BD Index FDS921937793LONG TERM BOND27$2.03K<0.1%–
DISWalt Disney CoStock20$1.92K<0.1%History
iShares Core S&P Small Cap ETF464287804ETF16$1.87K<0.1%–
WPCW. P. Carey Inc.COM30$1.87K<0.1%History
iShares Tr464288281JPMORGAN USD EMG14$1.31K<0.1%–
iShares Tips Bond ETF464287176ETF11$1.22K<0.1%–
AAPAdvance Auto Parts IncCOM25$975<0.1%History